City State Bank has filed its 13F form on July 31, 2025 for Q2 2025 where it was disclosed a total value porftolio of $311 Million distributed in 748 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Inter with a value of $12.1M, Apple Inc. with a value of $12M, Dimensional ETF Tr Core Fxd In with a value of $11.7M, Vanguard Bd Index Fd Inc Short with a value of $9.32M, and Vanguard Bd Index Fd Inc Total with a value of $7.69M.

Examining the 13F form we can see an increase of $14.2M in the current position value, from $297M to 311M.

City State Bank is based out at Norwalk, IA

Below you can find more details about City State Bank portfolio as well as his latest detailed transactions.

Portfolio value $311 Million
ETFs: $178 Million
Technology: $39 Million
Financial Services: $20.2 Million
Industrials: $15.1 Million
Consumer Cyclical: $13.6 Million
Healthcare: $13.4 Million
Consumer Defensive: $8.84 Million
Utilities: $8.74 Million
Other: $13.9 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 748
  • Current Value $311 Million
  • Prior Value $297 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 31, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 17 stocks
  • Additional Purchases 88 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 114 stocks
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